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Stonegate Investment Group’s PACCAR PCAR Stock Holding History

Stonegate Investment Group’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,516
Closed -$299K – 353
2023
Q3 		$299K Hold
3,516
– – 0.01% 241
2023
Q2 		$294K Hold
3,516
– – 0.01% 255
2023
Q1 		$257K Hold
3,516
– – 0.01% 271
2022
Q4 		$232K Buy
+3,516
New +$230K 0.01% 277
2022
Q2 		– Sell
-3,516
Closed -$206K – 338
2022
Q1 		$206K Sell
3,516
-162
-4% -$9.88K 0.01% 245
2021
Q4 		$216K Buy
+3,678
New +$213K 0.01% 243

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonegate Investment Group's PCAR Position: Q4 2023 in Review

Stonegate Investment Group sold out of PACCAR (PCAR) in Q4 2023, closing a stake of 3,516 shares — an estimated $299K sold.

Stonegate Investment Group first reported a position in PCAR in Q4 2021 and held it in 6 quarters. The position peaked at $299K in Q3 2023. 941 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

  • Stonegate Investment Group reported no remaining PACCAR position as of Q4 2023 after selling out during the quarter.
  • Stonegate Investment Group sold 3,516 PACCAR shares in Q4 2023, an estimated $299K.
  • Stonegate Investment Group first reported a position in PACCAR in Q4 2021 and held it in 6 quarters.
  • Stonegate Investment Group's PACCAR position peaked at $299K in Q3 2023.
  • 941 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Stonegate Investment Group's 13F filing for Q4 2023, filed 23 Jan 2024.